Market Sentiment and Sector Performance Analysis

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025
Featuring:
1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, driven by concerns over government finances and lingering inflation risks. Gold briefly topped $3,500 an ounce, fueled by mounting bets on rate cuts and unease about the Federal Reserve’s independence.
2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss the court tariff ruling and the latest DC headlines. Afederal appeals court ruled that President Donald Trump exceeded his authority by imposing global tariffs through an emergency law, but let the levies stay in place while the case proceeds.
3) Ernie Tedeschi, Director of Economics at the Yale Budget Lab, joins for a discussion President Trump's tariff regime, how it could make its way to SCOTUS, and the latest on the impact of broad based tariffs.
4) Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to talk the most important debates across tech and communications through the rest of 2025.

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